Minerva Wealth Advisory

Overview

Minerva Wealth Advisory is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2020. Ownership is individual, and the business centers on advising individuals and families, with portfolio management services that also extend to small-business clients. The firm provides financial planning and ongoing discretionary portfolio management and charges fees via a combination of asset-based fees, hourly billing, and fixed fees. It does not identify as an active ESG investor, does not operate as a capital allocator to external managers, and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives